AI-Agents for Task Tracking in Construction working with Microsoft Dynamics 365 CRM

Email deal owners when project proposals are rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools

Flag changes to approved project scope in revised quotes.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools

Record the gap between a revised construction quote and the approved amount.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools